Jenkoo

AIM Investor

[Jenkoo @Jenkoool]

@Cumulus51896691 @TonyRob70579912 Agree. I remember years ago discussing with shareholders how we had concerns FAP ‘could’ reduce during treatment putting the Med/Long term use of the platform at risk. Bizarrely no one ever suggested it would increase FAP…. And yet here we are. Fantastic! #avct

[Jenkoo @Jenkoool]

This is the best part of the RNS
#avct ❤️🥇 incredible:

‘Tumor tissue studies from this experiment demonstrate that tumors treated with AVA6103 have increased FAP expression over time via immunohistochemistry, with recruitment of FAP+ fibroblasts over the course of treatment
1/2

[Jenkoo @Jenkoool]

Does this mean that Avacta can administer AVA6103 to FAPlow expression and create a higher FAP environment which further compounds the resovoir affect?!? #avct

[Jenkoo @Jenkoool]

@AndrewDigby3 Personally removed any hope of the SP moving significantly until p1 efficacy data is released followed by some form of deal. Anything else is a bonus.
👍🏻

[Jenkoo @Jenkoool]

*6000 feels ‘side of desk’ with 6103 performing (maybe rightly so).
Potentially BP feel the same.
*this time next year Rodney 👏🏻

Happy investor. SP is an opportunity, but must raise significantly through next year or unanswered commercial Q’s will be brought to a head
4/4 #avct

[Jenkoo @Jenkoool]

My thoughts:
*CC was excellent again. Discussing complexity with clarity & terminology that was absorbing for all.
*confidence was high. 6103 readout being a close match to pre-clinical was the standout moment of the presentation for me. They must be seeing efficacy
1/4 #avct

[Jenkoo @Jenkoool]

*6103 will take patient care to the next level. 6207 will be a whole new game, especially in hard to treat settings.
*opportunity remains gigantic. More patience required. Board are in control & holding firm. BP will respect their IP & there resolve.
3/4 #avct

[Jenkoo @Jenkoool]

@ZosoGraffiti We will see… I sure hope so. I just feel like the tide is turning away from 6k all together, which I guess is positive because that’s due to the excitement around 6103. Fingers crossed they get it partnered soon to enable P2 & a much anticipated BP commercial deal

[Jenkoo @Jenkoool]

Slept on it & still disappointed. #avct
Ben captures my thoughts well. A good post.

fear for 6k is that nobody wants to deal at any decent value, as a next gen dox would wipe the floor (capping +pre|C +linker +dox) 🤔

Feels like an all or nothing crescendo on 6103 efficacy

[Jenkoo @Jenkoool]

@massivefanNWO No doubt it’s nice to see. I’m pleased they have done so & that does offer some confidence. But ‘tremendous confidence’?
I’d be reserving that for II’s coming on board, raising at a premium, BP wanting a slice…. Etc.

[Jenkoo @Jenkoool]

‘This Fundraise demonstrates tremendous confidence in Avacta’

I find it hard to agree with that in honesty.
A discounted raise on an already deflated SP doesn’t demonstrate tremendous confidence imo. I could agree if the raise was at a premium…
#avct

[Jenkoo @Jenkoool]

@ZosoGraffiti Agree, but I’m starting to think 6k will get superseded very quickly, therefore reducing profitability for a partner. This being my reasoning for 6k deals being v-low value.

[Jenkoo @Jenkoool]

6103 PK RNS followed by suspension & raise in order to value to markets appetite would have created the most value opportunity. Shame it wasn’t capitalised on.
Anyway… life as an #avct SH goes on.
Exciting times ahead remain on track ❤️

[Jenkoo @Jenkoool]

@SeanDentBsc No doubt. I’m relaxed… just very intrigued 😁🥇

[Jenkoo @Jenkoool]

Something caused this pivot to suspension & raise imo.
Otherwise, #avct would have surely suspended on the same day as releasing the 6103 announcement on 25th.
This would have created a potential scramble for shares at unknown SP. Likely at a decent premium.
1/2

[Jenkoo @Jenkoool]

@BigBiteNow That’s my only gripe with this morning’s news. ‘The horse has already bolted’.

[Jenkoo @Jenkoool]

@KLS5711 @coughlin582 @hughesy0707 You clearly have no idea…. CC is a different mustard.